Excel To Component Interface Utility

........................................................................................................................................................................... 12 Troubleshooting ...... 4 Connection ............................ 6 Template .................................................................................................................................................................................................................................. 14 Tracing ...................................................... 14 Invalid Characters .......................................................................................... 3 Coversheet...................................................................................................................................................................................... 14 Component Interface Tester................................................................................................................................................................................ 14 Complex Structures and Data volumes............................... 7 Template Properties......................................................... 12 Submit data and Post results....................................................................................................................................................................................................................................................... 14 Security ...................................................................................................................................................................................................................................................................................................................... 15 Customer Connection..................................................................................................................................................................................................................... 7 Toolbar Actions ...........................................PeopleSoft Toolbox Overviews Contents FAQ ....................................... 15 Excel To CI Overview 2 ................................................................................................................................................................................................................................................................... 8 Create a New Template............ 5 Example ....................................... 9 Data Input...................................................................................................... 15 Peoplecode Triggering ........................... 11 Staging & Submission . 14 PeopleBooks .......................................................................................................................

Are there any limits to this utility? Yes. Are there any specific settings I need to be aware of? Yes.000 rows. The file is called ExcelToCI. Question: Answer: Question: Answer: Question: Answer: Question: Answer: Excel To CI Overview 3 . to upload data into the target PeopleSoft database from an Excel Spreadsheet utilising all the business logic and editing provided by PeopleSoft. Macro security needs to be set to low or medium. It enables you. Where can I find the Excel to CI utility? Every PeopleSoft installation will have a copy of the Excel to CI utility.PeopleSoft Toolbox Overviews FAQ Question: Answer: What is the Excel to CI utility? The Excel to CI utility has been developed to replace PeopleSoft Import Manager. Excel to CI uses HTTP and SOAP messaging removing the need for database connectivity. as the user. the PeopleSoft user must have access to the ExcelToCI code via permission lists.xls and can be found in <PS_HOME>\excel directory. Excel allows a maximum 252 columns and 65. Also. Do I need to have database connectivity? No.

PeopleSoft Toolbox Overviews Coversheet The coversheet sheet provides general information about the Excel to CI utility and specific details about the functionality of each tab in the workbook. This sheet should be reviewed thoroughly before continuing. Excel To CI Overview 4 .

PeopleSoft Toolbox Overviews Connection This sheet holds detail about the PeopleSoft environment connectivity. The code for the language used in the data to be submitted to the database The number of rows of data to be uploaded to the database at given time Chunking Factor: Excel To CI Overview 5 . The port number that the web server uses The name of the portal The name of the PeopleSoft site. The PeopleSoft node. This information will be used for the purposes of downloading component interface templates and submitting data to the target PeopleSoft database. Web Server Machine Name: Protocol: HTTP Port: Portal: PeopleSoft Site Name: Node: Language Code: The name of the PeopleSoft web server to connect to The protocol used to access the web server. Looking at the URL address for your PeopleSoft site will provide most of the information you require for this sheet (see example below).

com HTTP 8050 (if no port specified then likely to be 80) EMPLOYEE PSPRD PT_LOCAL ENG 40 Web Server: Protocol: HTTP Port: Portal: PeopleSoft Site: Node: Language Code: Chunking Factor: Excel To CI Overview 6 .PeopleSoft Toolbox Overviews Error Threshold: The total number of errors that are permitted before submission to the database stops. update (creating and appending new child rows) and updatedata (update existing non-key fields). Action: Example URL: http://psoft. Valid actions include create (create new rows of data).com:8050/psp/PSPRD/EMPLOYEE/ERP/h/?tab=DEFAULT psoft.company. This field is populated with valid actions when a new Component Interface is downloaded.company. An error message will appear when the number of errors has exceeded.

This option will restore the template to the original form and clear all default values This option will copy the selected row to be inserted as a new child. A template actions toolbar is provided when you open this sheet and helps facilitate the downloading of CI structures. This will select all fields for data entry. field selection and defaults. This option will build a new data input spreadsheet based on the cells that have been selected and included for submission. 1 Excel To CI Overview 7 . You will be prompted for a PeopleSoft login and password and Component Interface name. Toolbar Actions New Template: This action will build a new template based on component interface structure. New Data Input: Select All Input Cells: Restore All Input Cells: Insert New Child: Component Interfaces allow you to load data into PeopleSoft using all the business logic and data structures available through normal online transacting.PeopleSoft Toolbox Overviews Template This sheet allows you to download Component Interface1 templates from your PeopleSoft database and then select what fields you wish to use in your data load submission.

This is a number that represents the parent/child relationship.g. Include for Submission: Deselect Input Cell: Clear Template: Do Not Include for Submission: Template Properties Collection: Property: Record Type: The name of the component interface. number. Does not include the selected field(s) in the submission. Removes the Template currently loaded. The type of record. character. The name of the field in the component. The type of field e.PeopleSoft Toolbox Overviews Include all for Submission: This will include all fields in the template for data submission. If the fields are populated in the template sheet then it will default this value for all of the data entry rows. Stops the field from being included in the submission. Indicator to show if field is a key and/or required. The fields will be included in Staging and Submission sheet but not in the Data Input sheet. This will allow a field to be included in the data submission. If the field is populated in the template sheet then it will default this value for all of the data entry rows. The field will appear in the Staging and Submission sheet but not in the Data Input sheet. Sequence number that represents the field order Field Type: Key/Required: Sequence: Excel To CI Overview 8 .

PeopleSoft Toolbox Overviews Create a New Template 1. Highlight individual cells or multiple cells you wish to include in the data entry sheet and press the Select Input Cell button. Select individual cells or multiple cells you wish to include in the submission sheet and press the Include for Submission button (this is used for setting up default values). This information will be recorded in log files in the c:\temp directory. 9. 4. 5. the password for the user id. 8. Excel To CI Overview 9 . 3. Press the New Data Input button to generate the data input template based on the cells that you have setup on the Template sheet. 2. 6. 7. Select individual cells or multiple cells you do not wish to include in the data entry sheet and press deselect input cell button. This will provide XML message data being passed to and received from PeopleSoft. a valid Component Interface id. OK. Press Enter Enter Enter Press the New Template button a valid PeopleSoft user id. Note: The Generate Log checkbox will provide debug information if checked.

PeopleSoft Toolbox Overviews Excel To CI Overview 10 .

Excel To CI Overview 11 . data can either be pasted or entered manually. This will automatically put the data in the correct hierarchical structure as well as adding the blue submission fields defined in the template sheet. A data input toolbar is provided when you open this sheet and is used to prepare the data for submission. After this sheet has been updated with the template column names. When all the data that you wish to submit has been entered then press the Stage data for submission button on the toolbar.PeopleSoft Toolbox Overviews Data Input The data input sheet is used for the purposes of data entry.

The submit data button will post data to the PeopleSoft database. Press Enter Enter Press the submit data button a valid PeopleSoft user id. Hover the mouse cursor over the cell to display the details of the error. the OK button. The row of data has been submitted and saved. 2. The results of the submission will be written in the status column. Hover the mouse cursor over the cell to display the details of the error. There are 3 possible status values returned: OK Error Warning The row of data has been submitted successfully. There are warning messages when this record has been saved. Excel To CI Overview 12 . 3. The toolbar that is provided has two buttons. The data will now be posted to PeopleSoft via XML messaging. It will also provide feedback with regards to the submission of data. 4. the password for the user id. The Post Results button will take the results of data submission and update the Data Input page with submission status. Submit data and Post results 1.PeopleSoft Toolbox Overviews Staging & Submission This sheet previews the data that will be submitted to the PeopleSoft database. The row of data has not been saved.

Any errors can be corrected in this sheet and then the process of staging for submission and then submitting can be executed again (this is an iterative process). Excel To CI Overview 13 .PeopleSoft Toolbox Overviews Once the data has been submitted the results should be posted back into the Data Input sheet.

Often a single quote (‘) will not be accepted and will generate an error during submission. There is a section for the Excel to CI utility. Access to the component interface and web library can be granted through permission lists. open the component interface in question and select Test Component Interface from the tools menu. You will be able to create. Component Interface Tester Component Interfaces can be tested via Application Designer.PeopleSoft Toolbox Overviews Troubleshooting PeopleBooks Before using Excel to CI it is worth referring to the Component Interface PeopleBooks. Open Application Designer. Refer to Component Interface PeopleBooks for futher information. Excel To CI Overview 14 . update or find records via the tester. The SOAPTOCI web library security is normally found in the peoplesoft user permission list. The feedback window will provide information with regards to edit and lookup failures. Complex Structures and Data volumes Be careful when dealing with complex structures and large data volumes. Security It is important that the user submitting the data has access to the component interface and SOAPTOCI web libraries. Invalid Characters Make sure that there are no invalid characters in the data input screen. Once a record has been loaded or created you can populate the applicable fields and then choose to save the record by right clicking the root node in the tree and choosing save. This can often cause the web server to timeout and random errors being generated.

This will cause two log files to be created each time the data is submitted. The xxx suffix will be replaced with the datetime stamp. Peoplecode Triggering Certain peoplecode events are not triggered during the submission of data via Component Interface. Excel To CI Overview 15 . This log is created in the local temp directory and shows the SOAP formatted messages that are submitted to the PeopleSoft environment. ExcelToCIxxx.log: If the tracing is not adequate enough then the tracing level on the application server can be raised to provide a greater level of information. Customer Connection Search the Solutions available on Customer Connection.PeopleSoft Toolbox Overviews Tracing When submitting data to the database it is worth checking the Generate Log check box. Typically ExcelToCI solutions have “ExcelToCI” in the summary. SOAPTOCIxxx. This may results in effects that you do not expect. Refer to the Component Interface PeopleBooks for further information.log: This log is created in the application server files directory and shows the peoplecode execution path in the SOAPTOCI application package.